Fee-OnlyFinder

Advisers in Bothell, WA

3 advisers in Bothell — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

A5 Financial LLC22722 29th Dr Se, Suite 100 · Bothell, WA 98021 · (425) 491-0143 · Financial planningCRD 334313 · % of assets, Hourly charges, Fixed fees · $14.9 million AUMState registeredNo commissions reportedInvestor Resources INC22722 29th Drive Se, Suite 100 · Bothell, WA 98021 · (360) 895-9119 · % of assets managedCRD 110766 · % of assets · $43.1 million AUMState registeredNo commissions reportedSound Investment Strategies, INC.22722 29th Dr Se, Suite 100 · Bothell, WA 98021 · (425) 780-4457 · Financial planningCRD 141440 · % of assets, Fixed fees · $63.4 million AUMState registeredNo commissions reported
Talking to advisers in Bothell? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.